Testing the waters 🧪

Plus: Anthropic is raising the funding bar

Welcome back! This past weekend’s Super Bowl gave us a preview of what happens when brands go all-in on AI-generated ads. The rush to AI commercials makes sense on paper: 30-second Super Bowl spots cost $8-10 million, and AI is much cheaper and faster than traditional production. But when brands save time and money, do they lose quality?

What do you think? Hit reply to let me know. 

OpenAI to Test Ads in ChatGPT

Via Inc. Magazine

Speaking of ads, OpenAI is launching them in ChatGPT this week. Plus, the tech company plans to release an updated chat model, OpenAI CEO Sam Altman reportedly told employees in an internal memo. 

What it means for you: The "clearly labeled" ads will appear in a separate area beneath your chat and will be shown to logged-in users who use the app for free or have the cheaper Go subscription. OpenAI says advertisers won’t influence how ChatGPT answers your questions.

The competition: This sets OpenAI apart from competitors like Anthropic and Google, which have said they won't run ads in their AI chatbots. Anthropic even aired a Super Bowl commercial poking fun at OpenAI, saying "ads are coming to AI," but not to its chatbot Claude. The version that aired during the game was toned down after Altman called the original campaign "clearly dishonest." 

The bigger picture: OpenAI is aggressively monetizing at every level (premium subscriptions, enterprise deals, and now ads) as it moves further from its original nonprofit mission. This is the start of a big test for how users react to ads in LLMs—and whether the convenience of ChatGPT outweighs the cost of seeing promotions mid-conversation.

Anthropic Eyes $20B Round + $350B Valuation

Anthropic is in the final stages of raising $20 billion at a $350 billion valuation. The company raised $13 billion just five months ago, but intense competition between frontier labs and the ongoing cost of compute has pushed it to raise again as quickly as possible. 

Anthropic's momentum: The fundraise builds on recent wins, including the deployment of coding agents that have software engineers raving about productivity gains. Last week, Anthropic's release of new models focused on legal and business research rattled share prices of publicly traded data firms as investors worried about AI disruption. There’s speculation that the company is preparing its IPO for a blockbuster summer.

Not just Anthropic: 

  • OpenAI is reportedly assembling a $100 billion fundraising round and also gearing up for its IPO.

  • Google parent company Alphabet raised $32 billion in a massive bond sale this week.

  • Databricks just closed a $5 billion funding round at a $134 billion valuation. The data analytics company helps clients connect their data with AI models to launch custom agents and now generates $1.4 billion in annualized revenue from AI products alone. 

The bigger picture: AI is expensive, and companies need billions to fund efforts. Compute costs are skyrocketing, competition is fierce, and the race to build the next breakthrough model requires constant capital infusions. The fact that Anthropic doubled its fundraising target shows investors are still willing to pour money into AI despite bubble warnings.

Business logic without the black box

Via GoRules

GoRules is an open-source rules engine that lets you visually build, test, and deploy decision logic. 

How you can use it

  • Add auditable guardrails after model outputs

  • Build real-time decisioning systems with low latency

  • Let non-technical teams edit decision tables visually

  • Simulate rule changes on real data before deployment

Pricing: Free and paid plans available

Text-to-speech that actually sounds human

FlowSpeech is an AI text-to-speech studio that turns text, PDFs, and even images into expressive, natural-sounding audio. 

How you can use it

  • Convert blog posts into podcasts or audiobooks

  • Create voiceovers for videos and courses

  • Add accessibility audio to your content

  • Speed up production without hiring voice talent

Pricing: Free and paid plans available

Your private AI second brain

Via Loomind

Loomind is a local-first knowledge system that indexes your documents, chats, and files into a searchable AI assistant. It runs heavy processing locally for privacy and only sends anonymized context to cloud models when needed. 

How you can use it

  • Search and chat with your entire knowledge base

  • Summarize documents and extract key insights

  • Connect ideas across files and conversations

  • Keep sensitive data private while using AI

Pricing: Free and paid plans available

Jobs, announcements, and big ideas

  • xAI has been hit by second cofounder exit in 48 hours as Jimmy Ba follows Tony Wu out the door.

  • Claude’s Cowork arrives on Windows with full Mac feature parity.

  • Cisco debuts Silicon One G300 to power next-gen AI data centers.

  • OpenAI pushes Jony Ive’s ChatGPT hardware launch to 2027 amid a trademark dispute.

  • Meta AI rolls out animated profile photos and dynamic feed posts on Facebook.

  • YouTube Premium adds an AI playlist builder for mood-based music.

  • KREA launches prompt-to-workflow system for building node pipelines with text.

  • Alibaba releases Qwen-Image-2.0 for more advanced image generation.

Did OpenAI just tighten its grip on developers? I unpack the Codex app, GPT-5.3-Codex, Anthropic’s counter-moves, and the AI drama you might have missed.

That’s a wrap! See you Friday for more.

—Matt (FutureTools.io)